See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,965 | $183,963-64.1% | $162,163-59.3% | $152,861-56.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.39% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,014 | $6,371-68.4% | $5,614-64.1% | $4,762-57.7% |
| Participant deferral / active EE | $2,619 | $8,034-67.4% | $7,298-64.1% | $5,850-55.2% |
| Admin fee / account holder | $14,406 | $13,121+9.8% | $10,843+32.9% | $11,596+24.2% |